See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP9 years Service code 12 · EIN 93-1253756 | Direct payment from the plan; Sub-tra... | $38,036 |
LPL FINANCIAL9 years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $10,010 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,812 | $30,588-71.2% | $53,898-83.7% | $85,563-89.7% |
| Participation rate | 93.1% | 26.3%+66.7pp | 55.0%+38.1pp | 66.0%+27.1pp |
| Annual return | 15.57% | 50.42%-34.8pp | 528.60%-513.0pp | 31.51%-15.9pp |
| Employer contribution / active EE | $436 | $436-0.1% | $932-53.3% | $2,654-83.6% |
| Participant deferral / active EE | $1,051 | $848+23.9% | $1,826-42.5% | $4,375-76.0% |
| Admin fee / account holder | $69 | $1,879-96.4% | $2,491-97.2% | $834-91.8% |